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Woodmont Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Woodmont Investment Counsel’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$880K Hold
3,631
– – 0.05% 148
2026
Q1 		$776K Sell
3,631
-456
-11% -$99.9K 0.05% 154
2025
Q4 		$860K Hold
4,087
– – 0.05% 146
2025
Q3 		$832K Hold
4,087
– – 0.06% 147
2025
Q2 		$794K Sell
4,087
-36
-0.9% -$6.67K 0.05% 161
2025
Q1 		$776K Sell
4,123
-36
-0.9% -$6.86K 0.06% 159
2024
Q4 		$770K Sell
4,159
-118
-3% -$22.6K 0.06% 154
2024
Q3 		$812K Buy
4,277
+243
+6% +$44.3K 0.06% 147
2024
Q2 		$704K Buy
4,034
+75
+2% +$13.1K 0.06% 155
2024
Q1 		$709K Sell
3,959
-125
-3% -$21.2K 0.06% 161
2023
Q4 		$675K Buy
4,084
+19
+0.5% +$2.93K 0.06% 156
2023
Q3 		$617K Buy
4,065
+159
+4% +$25.2K 0.07% 155
2023
Q2 		$616K Hold
3,906
– – 0.06% 155
2023
Q1 		$595K Buy
3,906
+75
+2% +$11.6K 0.06% 159
2022
Q4 		$581K Hold
3,831
– – 0.07% 158
2022
Q3 		$521K Buy
3,831
+30
+0.8% +$4.51K 0.07% 166
2022
Q2 		$551K Buy
3,801
+75
+2% +$11.7K 0.07% 170
2022
Q1 		$618K Sell
3,726
-1,076
-22% -$177K 0.07% 170
2021
Q4 		$806K Hold
4,802
– – 0.1% 133
2021
Q3 		$752K Hold
4,802
– – 0.11% 128
2021
Q2 		$762K Buy
4,802
+75
+2% +$11.9K 0.12% 122
2021
Q1 		$716K Hold
4,727
– – 0.12% 118
2020
Q4 		$646K Buy
4,727
+300
+7% +$38.5K 0.12% 116
2020
Q3 		$523K Sell
4,427
-81
-2% -$9.61K 0.11% 123
2020
Q2 		$508K Sell
4,508
-85
-2% -$9.35K 0.12% 125
2020
Q1 		$456K Buy
4,593
+1,666
+57% +$208K 0.13% 118
2019
Q4 		$399K Hold
2,927
– – 0.09% 138
2019
Q3 		$375K Buy
+2,927
New +$372K 0.09% 139

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Woodmont Investment Counsel's IWD Position: Q2 2026 in Review

Woodmont Investment Counsel held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,631 shares worth $880K. The position accounts for 0.05% of the portfolio, ranked #148.

Woodmont Investment Counsel first reported a position in IWD in Q3 2019 and has held it in 28 quarters since. 1,268 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Woodmont Investment Counsel held 3,631 shares of iShares Russell 1000 Value ETF worth $880K as of Q2 2026.
  • Woodmont Investment Counsel left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #148 holding.
  • Woodmont Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,268 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.